Supporting Laid-Off Individuals Through Uncertain Times

If you’re facing a recent layoff, navigating your financial future might feel overwhelming. We understand the unique challenges and opportunities that come with transitioning careers, especially after a long tenure with a major company. Here’s how we can help:

 

  1. 401(k) Rollover Guidance
    Deciding what to do with your 401(k) is a critical step. We’ll help you explore all your options, 

    from rolling over into an IRA to alternative investment strategies, 

    ensuring your retirement savings continue to grow in a way that aligns with your goals.

  1. Severance and Benefits Planning
    Layoffs can come with a package of benefits that, if managed correctly,  can ease your transition. We’ll help you maximize the potential of your severance, 

    health insurance, and other benefits to bridge the gap as you plan your next steps.

  2. Financial Planning and Budgeting
    Adjusting to a change in income requires careful planning. Our advisors work with you to create a realistic budget, establish a cash reserve, and identify essential 

    adjustments to support your financial security.

  3. Career Transition and Investment Strategy
    Whether you plan to retire early, start a new job, or pursue education, we’ll help align your investments with your new goals. By building a personalized investment strategy, we can help you achieve the stability and growth you need for your future.
     
  4. Emotional and Practical Support
    Facing a career shift can be both challenging and liberating. Our approach prioritizes compassionate guidance, with the aim of providing you with peace of mind and financial stability in this new phase.
     

Your Next Chapter is Our Priority
We’re here to help you navigate the road ahead. Contact us to schedule a consultation, and let’s build a plan that turns uncertainty into opportunity.

Schedule a Complimentary Consultation Now

 

Kaizen Financial Advisors, LLC is not affiliated with any outside companies. While Kaizen communicates with its clients regarding their employee benefits, and educates itself on their benefits, there is no guarantee that the information we have provided is accurate. Employees and past employees are encouraged to contact their employer should they have any questions regarding their specific employee benefits. Past performance is not indicative of future results and investing in securities involves the risk of loss, including the risk of loss of principal. You should consult with an independent financial professional and consider your personal financial circumstances, needs, and limitations before making an investment.